Trustee investment planning
We offer trustee investment planning services to a range of trusts, including pension schemes, charitable trusts and family estate planning trusts.
In most cases, trustees are legally obliged under the Trustee Act 2000 to consider professional advice on the investment of trust funds. Barchester Green Investment offer a variety of services to advise trustees, including:
- Training for trustees on statutory duties and obligations
- Tax advice relating to trusts
- Investment advice
- On-going portfolio review
- Ethical investment review for trusts
We currently advise on trust assets totaling around £15 million.
Most trustees are strongly advised to invest cash, because cash over the medium to long term (5–10 years) performs ahead of inflation.
Given the long-term nature of trust-based investment, ethical and environmental investment is often a consideration. In fact recent guidance from the Charity Commission suggests that charities should carefully consider their approach to responsible investing.
Contact us for a consultation with one of our advisers.